Hamel Associates provides financial planning, portfolio management for individuals and small businesses, selecting other managers, estate planning, insurance, tax planning, and tax preparation. Financial planning was provided to 101–250 clients last fiscal year.
Hamel Associates reports 127 clients. They include 68 high-net-worth individuals, 55 individual clients and 4 charitable organizations. Of its assets, 87.9% ($482M across 235 accounts) are managed with discretion; $66.3M across 3 accounts are not. Of its clients, 5% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 43% | 3% |
| High-net-worth individuals | 54% | 93% |
| Charitable organizations | 3% | 4% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 55 | $17M | 3.1% | $309K |
| High-net-worth individuals | 68 | $507M | 92.5% | $7.46M |
| Charitable organizations | 4 | $24M | 4.4% | $5.99M |
| Total | 127 | $548M | 100% | $4.32M |
- Clients
- 55
- Regulatory AUM
- $17M
- AUM share
- 3.1%
- Avg. per client
- $309K
- Clients
- 68
- Regulatory AUM
- $507M
- AUM share
- 92.5%
- Avg. per client
- $7.46M
- Clients
- 4
- Regulatory AUM
- $24M
- AUM share
- 4.4%
- Avg. per client
- $5.99M
Total
- Clients
- 127
- Regulatory AUM
- $548M
- AUM share
- 100%
- Avg. per client
- $4.32M
- Clients outside the U.S.
- 5%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Hamel Associates charges up to 1.00% for its Asset-based fee schedule. The brochure does not state whether the rate is annual. The fee is billed in arrears and is negotiable.
Fee details and sources
Pasquale Hamel owns 75% or more of Hamel Associates. The leadership team of Hamel Associates includes President Pasquale Hamel. It has 7 employees, 5 of them in advisory roles.
Leadership
- Pasquale HamelPresident/Chief Compliance Officer.
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
- Pasquale C Hamel
- Joshua Ryan Tosoni
- Keith Michael Tucholski
- Marisa Yannuzzi
Staff
- 7 employees
- 5 in advisory functions
- 5 state-registered reps
- Owns 75% or more of Hamel Associates Inc
Pasquale Hamel
Control person · since February 1996
Hamel Associates’ regulatory assets grew from $463M (May 2021) to $548M (September 2026); clients rose from 97 to 127 and employees fell from 9 to 7.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $548M | 127 | 7 | 3 |
| June 2025 | $515M | 118 | 7 | 3 |
| March 2024 | $489M | 112 | 7 | 3 |
| March 2023 | $481M | 110 | 8 | 2 |
| March 2022 | $508M | 102 | 8 | 2 |
| May 2021 | $463M | 97 | 9 | 1 |
Besides its headquarters, Hamel Associates has 2 offices (1 private residence, listed without an address), with 2 listed addresses in New Jersey and Pennsylvania.
New Jersey · 1 listed address
- 10 Town Square, Chatham
Pennsylvania · 1 listed address
- 1150 Glenlivet DR., Suite A-12, AllentownHQ
Contact and registration details
- Legal name
- Hamel Associates Inc
- Headquarters
- 1150 Glenlivet DR., Suite A-12, Allentown, PA 18106
- Website
- hamelassociatesinc.com
- Phone
- 835-282-2820
- SEC file
- 801-37636
- Founded
- 1990
- Structure
- Pennsylvania corporation
- Fiscal year end
- December
Hamel Associates uses Charles Schwab ($412M) as custodian for its separately managed accounts. Hamel Associates has custody of $28.1M in client assets for 2 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $412M100%
At year end, Hamel Associates’ separately managed accounts were mostly in stocks (55%) and bonds (24%).
What the accounts hold
- Stocks55%
- Funds13%
- Bonds24%
- U.S. government and agency bonds14%
- Investment grade corporate bonds10%
- Cash5%
- Other3%
- Gold bullion, preferred stocks & royalty trusts3%
How many clients does Hamel Associates have?
Hamel Associates has 127 clients and manages $548 million for them, as of September 2026. They include 68 high-net-worth individuals, 55 individual clients and 4 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 22 September 2026
What services does Hamel Associates offer?
Hamel Associates provides financial planning, portfolio management for individuals and small businesses, selecting other managers, estate planning, insurance, tax planning, and tax preparation.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Hamel Associates charge?
Hamel Associates charges up to 1.00% for its Asset-based fee schedule. The brochure does not state whether the rate is annual. The fee is billed in arrears and is negotiable.
Source: HAMEL ASSOCIATES, INC. ADV 2 SEPTEMBER 2026, filed 21 September 2026
Which custodians does Hamel Associates use?
Hamel Associates’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $412M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 22 September 2026
How many financial advisors does Hamel Associates have?
Hamel Associates has 5 investment adviser representatives registered with state securities authorities, out of 7 employees, and 5 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Hamel Associates invest in?
At the end of its last fiscal year, Hamel Associates’ separately managed accounts held 55% exchange-traded equities, 14% U.S. government and agency bonds, 13% registered funds (mutual funds, ETFs, BDCs), 10% investment grade corporate bonds, 5% cash and equivalents and 3% other. The 3% other category is described as: Gold Bullion, Preferred Stocks & Royalty Trusts.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Hamel Associates?
Hamel Associates’ direct owner is Pasquale Hamel (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 22 September 2026
How does Hamel Associates get paid?
Hamel Associates is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Hamel Associates?
Hamel Associates’ main office is at 1150 Glenlivet DR., Suite A-12, Allentown, PA 18106. Its phone number is 835-282-2820. Its website is hamelassociatesinc.com.